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Self Directed & Managed IRA’s Self Directed IRA’s: Our Self Directed IRA account allows you to maintain complete control of your investments in such vehicles as stocks, bonds, mutual funds, ETF’s and CD’s. The Trust & Investment Division’s open architecture platform allows access to all types of investments with little or no transaction costs per trade. Managed IRA’s: In our Managed IRA account, the client retains Marquette to manage the IRA investment portfolio. Our open architecture platform gives us access to the same investment alternatives available in the Self Directed IRA. As objective investment advisors, working with our independent research professionals and advisors, we develop tailored portfolios to meet the specific needs of each client. Unlike most financial services & advisory firms, certain non traditional IRA investments such as real estate may be an option inside our Self Directed and Managed IRA accounts. Contact us for details.
For more information, contact John Power, CPA, CFP® at 708.460.4854 or firstname.lastname@example.org.
The Trust & Investment Management Division of Marquette Bank is committed to meeting your financial goals and will work as a team with you to develop and design a sound financial plan for your future and the future of those important to you. As our client, you can be assured that your affairs are being handled by a strong institution dedicated to providing the highest quality of personal service.
*Some Trust, Investment or Retirement financial solutions, products or services are not insured by the FDIC or any Federal Government Agency. These are not deposits or other obligations of the institution, these may go down in value and are not guaranteed by the institution. These services may be subject to investment risks, including the possible loss of the principal invested. Always consult your tax, legal and/or professional advisor(s) for guidance on your particular financial situation.